Category Archives: retirement

How Does Your Retirement Look?

Posted on April 24, 2011 by Rick

In this example we will illustrate how to develop an investment and savings strategy to meet your retirement income objective. If you are comfortable with calculations and computer software you can do this yourself. Many financial planners have access to … Continue reading →

Posted in budget, financial goals, financial planning, investing, retirement, saving, security | 2 Comments

RRSP vs. TFSA

Posted on March 6, 2011 by Rick

by Rick Sutherland, CLU, CFP, FDS, R.F.P Well it’s here, the annual hustle and bustle of the “RRSP Season.” Most Canadians know the value of contributing to their Registered Retirement Savings Plan (RRSP) and many have also contributed to their … Continue reading →

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Patience Rewarded for Those Who Wait

Posted on January 18, 2011 by Rick

by Rick Sutherland, CLU, CFP, FDS, R.F.P Welcome to 2011. We trust you had an enjoyable and relaxing holiday season. Well it’s time to get back to work and planning for your future. More specifically your retirement future, as you have until March 1, 2011 to … Continue reading →

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Changes in the Canada Pension Plan

Posted on November 3, 2010 by Lisa

Some Canadians want to retire early, while others wish to keep working past age 65. Many more wish to ease into retirement and work part time. Regardless of your individual circumstances the following changes will affect most Canadians. On December … Continue reading →

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Unlocking a Locked-In Account

Posted on August 20, 2010 by Lisa

By Rick Sutherland, CLU, CFP, FDS, R.F.P Have you ever ceased working for an employer who had a pension plan? You were probably given the opportunity to transfer your pension money into a Locked-In Retirement Account (LIRA). This Registered investment account is designed to … Continue reading →

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Planning Your Financial Strategy Using Your Rear View Mirror

Posted on November 1, 2009 by Lisa

Let’s start with a metaphor. Your financial strategy is a bit like driving your car. You have a destination; let’s call it Retirement City. You plan your route to get from here to there. This is your savings and investment … Continue reading →

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